Joel Isaacson & Company Overview

  • Founded
  • 1993

  • Status
  • Acquired/​Merged

  • Employees
  • 34

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Joel Isaacson & Company General Information


Provider of wealth management services. The company provides comprehensive planning, wealth management and sophisticated tax strategies such as cash flow management, estate planning and others to its clients.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 546 Fifth Avenue
  • 20th Floor
  • New York, NY 10036
  • United States
+1 (212) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Joel Isaacson & Company Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Joel Isaacson & Company‘s full profile, request access.

Request a free trial

Joel Isaacson & Company Executive Team (4)

Name Title Board Seat Contact Info
Stanley Altmark Co-Founder, Partner & Chief Compliance Officer
Elizabeth Angebrandt Controller & Chief Administrative Officer
Joel Isaacson Co-Founder, Chief Investment Officer & Chairman
You’re viewing 3 of 4 executive team members. Get the full list »

Joel Isaacson & Company Board Members (1)

Name Representing Role Since
0000 00000000 Joel Isaacson & Company Co-Founder, Chief Investment Officer & Chairman 000 0000
To view Joel Isaacson & Company’s complete board members history, request access »

Joel Isaacson & Company Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial